See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,941 | $217,402-69.7% | $185,823-64.5% | $167,490-60.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.18% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $6,454 | $5,873+9.9% | $5,167+24.9% | $4,837+33.4% |
| Participant deferral / active EE | $8,527 | $6,356+34.2% | $5,568+53.1% | $6,341+34.5% |
| Admin fee / account holder | $748 | $19,811-96.2% | $16,237-95.4% | $12,309-93.9% |